Cryptocurrency Tax Reporting Intake Form

Cryptocurrency Tax Reporting Intake Form — Form Fields

This finance template includes 10 fields. Collect crypto transaction data from clients for tax reporting and capital gains calculations. Free to customize and use on ZenBuild.

• Client Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Tax Year (text, required)
• Filing Status (dropdown selection, required) — options: Single, Married Filing Jointly, Married Filing Separately, Head of Household
• Exchanges/Wallets Used (checkboxes, required) — options: Coinbase, Binance, Kraken, Gemini, Metamask, Ledger/Trezor, Other
• Transaction Volume (dropdown selection, required) — options: Under 100 transactions, 100-500, 500-1000, 1000-5000, 5000+
• Types of Crypto Activities (dropdown selection, required) — options: Buying/Selling Only, Staking, DeFi, NFTs, Mining, All of the Above
• Upload Transaction CSV Export (file upload, required)
• Notes on complex transactions (long text, optional)